Overview
Assets Under Management: $170 million
High-Net-Worth Clients: 1
Average Client Assets: $144 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.71
Average High-Net-Worth Client Assets: $144 million
Total Client Accounts: 498
Non-Discretionary Accounts: 498
Regulatory Filings
CRD Number: 114843
Filing ID: 1959467
Last Filing Date: 2025-03-31 16:34:00
Website: https://seanet.com